Instructions

This deck is intended to help you deliver training for Job

Admins in your organization.

Job Admins are users who have an active role in the hiring
process through the coordination of interview scheduling, the
management of application review and through conducting
interviews and submitting feedback on candidates.

1
All About Greenhouse
An introduction to the hiring software

2
Agenda

1. What is Greenhouse?
2. What does it help us do?
3. What does it mean for us?
4. How do I use it?

3
What is Greenhouse?
Greenhouse is the hiring software
to manage our hiring process.
Greenhouse is a collaborative tool
designed to be used by everyone.
Greenhouse is a convenient way to
easily record feedback and use data
to make great hires, faster.
Why did we choose
Greenhouse?
With Greenhouse, we can see where
all candidates are at any given time,
set up alerts, and ensure we make
great hires quickly.

Scorecards allow us to maintain a

consistent interview process across
all candidates and ensure data-based
decisions, thus creating better
candidate experiences.
5
 How will structured
hiring help us?
According to a study that collected 85
years of research, the top three
predictors of new hire performance
are:

● Work sample tests

● Structured interviews
➔ Better Outcomes
➔ Better Experiences
● General cognitive ability tests

Schmidt, F.L. & Hunter, J.E. (1998) The validity and utility of selection methods in
personnel psychology. Practical and theoretical implications of 85 years of 6
research findings, Psychological Bulletin, 124, 262 - 274.
What will Greenhouse
help us do?
● Define and identify who we’re
looking for
● Develop a structured hiring and
interview process
● Make evidence-based decisions
about candidates
● Build a recruiting culture
● Deliver a great candidate
experience
● Ultimately, bring the best possible
talent to our team
7
How to Greenhouse
Today we’ll cover:

1. Logging into Greenhouse

2. The Basics
● Task management
● Making referrals
● Sharing jobs on social
media
3. Creating a job
4. Managing candidates
5. Conducting interviews
6. Configuration Options
8
Logging into
Greenhouse
1. Check your email for an
invitation to Greenhouse!
2. Navigate to [Link] and
select Sign In.
3. Enter the email and password
from your invitation.

9
The Basics
Task management,
referrals, and posting
jobs on social media

10
 Task Management

Referrals

Social Media Sharing

Configuring Your From your Dashboard, you can manage all your tasks:
Dashboard ● Upcoming interviews
● Applications to review
● Reminders
● Tasks to be completed
● Outstanding approvals
● Reminders and people you’re following 11
How you can help
build a talent pipeline
Employee referrals are the top
source of hires for employers,
which is a testament to how
important you are in finding great
talent.

12
What’s a referral?

Someone in your network who you or Someone who applied through a

submit through Greenhouse. social media post you created on
Greenhouse.

13
 Task Management

Referrals

Social Media Sharing

Configuring Your From this pane, you can:

Dashboard ● Add a new referral in Greenhouse
● Generate tracking links for jobs to share online:
Everytime someone clicks on your link and applies
for a job, your hiring team can track you as the
source!
14
 Task Management

Referrals

Social Media Sharing

Configuring Your
Dashboard
After clicking the + Add a Referral button, you’ll be
prompted to upload a resume and fill in information about
your referral. After you Submit your referral, you can follow
their progress in the “My Referrals” module. 15
 Task Management Stay updated
on the status
of your
Referrals referrals

Social Media Sharing Share jobs

on social
media
Configuring Your
Dashboard

16
 Task Management

Referrals

Social Media Sharing

Configuring Your
Dashboard You can connect your personal social accounts on
Greenhouse to post links to jobs. When people apply
from your posts, the source will track to you for credit!
You can also schedule posts to recur on a selected
cadence. 17
 Task Management

Referrals

Social Media Sharing

Configuring Your
Dashboard
After connecting to Twitter or LinkedIn, click Post to link
a job to your social media.

18
 Task Management

Referrals

Social Media Sharing

Configuring Your
Dashboard

Click Schedule Posts to schedule recurring posts to your

social media account. Choose the job > the time to post >
configure the post content > Schedule. 19
 Task Management

Referrals

Social Media Sharing

Configuring Your
Dashboard

Select Personalize Dashboard to customize the order

and appearance of task panes to better streamline your
workflows. 20
Creating a Job
Managing scorecards,
hiring teams, and
approvals

21
 1 To open a new job, click
+ (plus symbol) > Create
Opening a Job a job.

Job Info

Scorecards

Hiring Team

Approvals
2 Next, select a
starting point to
determine how
Notifications you want to create
the job.

22
 Fill the job detail fields and select Finish.

Opening a Job
How the job appears to
Job Info Greenhouse users

Scorecards

Hiring Team Entry, mid, executive

Job’s identification #
Approvals Full, part, contract

Notifications Budgeted salary

23
Opening a Job

Job Info

Scorecards

Hiring Team

Approvals
Configure the scorecard to reflect the characteristics you’re
Notifications looking for in a candidate.

Click Edit to add add or create attributes. Click + Add a

Category to add a new scorecard category. 24
Opening a Job

Job Info

Scorecards

Hiring Team

Approvals Configure the job’s hiring team, responsible for various default
tasks:
Notifications ● Hiring Manager: Hiring Manager Application Review
● Recruiter: Application Review, advancing/rejecting candidates,
sending scorecard reminders and forms, managing alerts, etc.
● Coordinator: Scheduling interviews
● Sourcer: No default tasks 25
Opening a Job

Job Info

Scorecards

Hiring Team

Approvals
Verify the Approval Details by reviewing the Job Info,
Openings, and Job / Offer Approval flows.
Notifications
Select Edit (pencil icon) to adjust information.

26
 Weekly report with high-level
stats about a job
Opening a Job
Notification: new applicants

Job Info Notification: new internal

applicants

Notification: new referrals

Scorecards
Notification: agency submits a
candidate
Hiring Team Notification: approval to start
recruiting
Approvals Notification: offer approval
Configurable notification for
specific stage transitions
Notifications
Configurable notification for
scorecard submissions on specific
stages
27
Managing
Candidates
Navigating the
candidate profile
and application
review

28
 As a Job Admin on Greenhouse, you’ll be
responsible for navigating the candidate profile
and completing application review.

Candidate Profile

Application Review

Example candidate profile

29
 Candidate Profile Tabs

On [#] Jobs — Shows the job information, including

stage and source, of all jobs the candidate is on.
Candidate Profile
Activity Feed — Shows a record of all major activities
Application Review that have occurred with the candidate.

Details — Shows the candidate’s contact information

and any other data you choose to collect.

Private — This tab is only visible to certain users and

includes any information about the candidate marked as
“private.”
30
 Job name
and source

Job post
application
Candidate Profile
Stage
candidate is in
Application Review View and
manage offer

31
 Set follow-up reminders to stay
on top of tasks

Add notes to alert colleagues by

@mentioning them, which will
trigger an email notification

Tag candidates to filter later in

Candidate Profile searches

Application Review Email the candidate or the team

Mark the candidate as private or

“Do Not Email”

Add a Prospect process to the

profile, or add/transfer/remove the
candidate’s job(s)
32
 Candidate Profile

Application Review

To review candidate applications, navigate to the main

Dashboard and select “Application Review.”

33
 Candidate Profile

Application Review

Candidate info: name, source, and resume.

Make a decision about the candidate by

clicking Advance or Reject. You can Skip to
review later. Click Leave Feedback to enter
34
notes and @mention colleagues.
Conducting Interviews
in Greenhouse

35
 Overview

Interview Prep

Job Details

Resume
On each interview for which you’re scheduled, you will
Scorecard access an interview kit:
● Through your Dashboard (above)
Submitting Feedback
● Through the calendar invite
● Through the Greenhouse mobile app
Interviewing
Expectations
36
 Overview

Interview Prep

Job Details

Resume

Scorecard

Submitting Feedback
The Interview Prep tab is where your team gives you any
Interviewing information you need to know to prep for the interview. It
also previews which scorecard attributes to focus on.
Expectations
37
 Overview

Interview Prep

Job Details

Resume

Scorecard

Submitting Feedback
The Job Details tab allows you to review the external job
Interviewing post for the job. This is helpful because it allows you to
examine the qualifications outlined in the job post the
Expectations
candidate applied to.
38
 Overview

Interview Prep

Job Details

Resume

Scorecard

Submitting Feedback

Interviewing The Resume tab allows you to review the candidate’s

resume.
Expectations
39
 Overview

Interview Prep

Job Details

Resume

Scorecard

Submitting Feedback
The Scorecard tab allows you to take notes, record
Interviewing candidate answers to questions, and rate each of the
scorecard attributes. Important attributes are highlighted
Expectations
yellow, and located at the top for easy access.
40
 Overview

Interview Prep

Job Details

Resume

Scorecard

Submitting Feedback
At the bottom of the scorecard, you can submit your final
Interviewing
decision in the form of an Overall Recommendation.
Expectations
41
 Overview Interviewing Best Practices
Interview Prep Here are some tips for being an efficient and
effective Interviewer!
Job Details
● Submit your scorecard within 24 hours of
conducting the interview.
Resume
● Be sure to complete all of the assigned
attributes on the scorecard (not just the
Scorecard highlighted ones!).
● Provide a summary of your decision in the Key
Submitting Feedback Takeaways box. It also helps if you can share
“pros and cons.”
Interviewing ● If your recommendation warrants discussion
Expectations with the team, note it!
42
Common
Reports
Utilizing
Greenhouse for
recruiting reports

43
 Common Reports
Greenhouse Report When to Use

Audit that all necessary information has

been added to for a particular job (hiring
All Jobs Summary
team assignments, offices, and custom
fields).

Determine highest quality source for a

Candidate Quality by Source
job.

Pipeline History and Pass-through Monitor pass rates and average days in a
Rates stage.

Time to Hire Calculate time to make a hire.

44
Want to learn more?
Check out the Greenhouse Help Center for
more details!

Article: Submit Referrals.

Article: Post to Social Media.
Article: Create a New Job.
Article: Add a Hiring Manager Review Stage.
Video: Submit Referrals.
Video: Greenhouse for Interviewers.